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Original filing (PDF)20251015120544NAL0009121730001
CERTIFIED LANGUAGES INTERNATIONAL, LLC
Form 5500
FILING_RECEIVED
CERTIFIED LANGUAGES INTERNATIONAL, LLC EMPLOYEES SAVINGS TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
238
Accounts w/ balance
133
Plan assets (EOY)
$7.6M
Net assets (EOY)
$7.6M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
75
Vendor stack
80
Participation health
80
Knocking points off
- No recordkeeper disclosed on Schedule C.
- 56% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CERTIFIED LANGUAGES INTERNATIONAL, LLC.
Plan sponsor
Name
CERTIFIED LANGUAGES INTERNATIONAL, LLC
EIN
93-1220817
Address
4800 S. MACADAM AVENUE, SUITE 400 · PORTLAND, OR · 97239
Phone
(800) 225-5257
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PERKINS & COMPANY, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
32 direct securities· $7.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Growth Index Admiral Mutual fund a | — | — | — | $1.9M | 24.8% | |
| Vanguard Value Index Admiral Mutual fund a | — | — | — | $1.5M | 19.8% | |
| Vanguard Total Bond Market Index Admiral Mutual fund a | — | — | — | $770K | 10.1% | |
| Vanguard Balanced Index Admiral Mutual fund a | — | — | — | $457K | 6.0% | |
| Fidelity Total Intl Index Fund Instl Prem Cl Mutual fund a | — | — | — | $428K | 5.6% | |
| Standard Ins Co Stable Asset Fund D Group annuity contract a | — | — | — | $373K | 4.9% | |
| Blackrock Lifepath Index 2045 K Mutual fund a | — | — | — | $361K | 4.8% | |
| Fidelity Intermediate Treasury Bond Index Fund Mutual fund a | — | — | — | $283K | 3.7% | |
| Fidelity 500 Index Fund Mutual fund a | — | — | — | $267K | 3.5% | |
| Participant Loans 4.25% - 9.50% - | — | — | — | $254K | 3.3% | |
| Vanguard Small Cap Value Index Admiral Mutual fund a | — | — | — | $199K | 2.6% | |
| Vanguard Emerging Markets Stock Index Admiral Mutual fund a | — | — | — | $192K | 2.5% | |
| Fidelity Mid Cap Index Fund Mutual fund a | — | — | — | $159K | 2.1% | |
| Fidelity Small Cap Growth Index Mutual fund a | — | — | — | $139K | 1.8% | |
| Vanguard Real Estate Index Admiral Mutual fund a | — | — | — | $127K | 1.7% | |
| Blackrock Lifepath Index 2055 K Mutual fund a | — | — | — | $48K | 0.6% | |
| Blackrock Lifepath Index 2050 K Mutual fund a | — | — | — | $30K | 0.4% | |
| Vanguard Total Stock Market Index Admiral Mutual fund a | — | — | — | $29K | 0.4% | |
| Blackrock Lifepath Index 2065 K Mutual fund a | — | — | — | $13K | 0.2% | |
| Blackrock Lifepath Index 2030 K Mutual fund a | — | — | — | $12K | 0.2% | |
| Vanguard Mid Cap Value Index Admiral Mutual fund a | — | — | — | $11K | 0.1% | |
| Blackrock Lifepath Index 2040 K Mutual fund a | — | — | — | $10K | 0.1% | |
| Blackrock Lifepath Index 2060 K Mutual fund a | — | — | — | $10K | 0.1% | |
| Vanguard Mid Cap Growth Index Admiral Mutual fund a | — | — | — | $9K | 0.1% | |
| Fidelity Small Cap Index Fund Instl Prem Cl Mutual fund a | — | — | — | $8K | 0.1% | |
| Blackrock Lifepath Index 2035 K Mutual fund a | — | — | — | $7K | <0.1% | |
| Vanguard FTSE Social Index Admiral Mutual fund a | — | — | — | $6K | <0.1% | |
| Fidelity Large Cap Growth Index Ins Prm Mutual fund a | — | — | — | $2K | <0.1% | |
| Calvert US Large Cap Growth Responsible Idx Fund Mutual fund a | — | — | — | $2K | <0.1% | |
| Calvert US Large Cap Value Responsible Idx Fund Mutual fund a | — | — | — | $2K | <0.1% | |
| Fidelity Mid Cap Value Index Mutual fund a | — | — | — | $1K | <0.1% | |
| Fidelity Small Cap Value Index Mutual fund a | — | — | — | $1K | <0.1% |
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